ACS Actividades de Construcción y Servicios (ACS) Aktienübersicht
ACS, Actividades de Construcción y Servicios, S.A. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
ACS Community Fair Values
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Analyst Price Targets
ACS, Actividades de Construcción y Servicios, S.A. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | €109.00 |
| 52-Wochen-Hoch | €141.20 |
| 52-Wochen-Tief | €61.40 |
| Beta | 0.61 |
| 1 Monat Veränderung | -7.94% |
| 3 Monate Veränderung | -20.55% |
| 1 Jahr Veränderung | 75.10% |
| 3 Jahre Veränderung | 242.77% |
| 5 Jahre Veränderung | 364.22% |
| Veränderung seit IPO | 1,856.20% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.Analyseartikel • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...
Narrative-Update • Jul 23
ACS: Coravel Data Center Venture Will Drive Future Upside Potential
Analysts have lifted their price target for ACS Actividades de Construcción y Servicios from €106.24 to €159.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple based on their latest models. What's in the News ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50/50 data center joint venture, with a 1.7-gigawatt development portfolio representing 1.2 gigawatts of IT load across Europe, the United States and Australia, and secured a first major hyperscaler customer agreement covering about 140 megawatts of critical IT load at the Dallas Fort Worth campus plus rights to roughly 100 megawatts of future expansion capacity.Recent updates
Narrative-Update • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.Analyseartikel • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...Narrative-Update • Jul 23
ACS: Coravel Data Center Venture Will Drive Future Upside Potential
Analysts have lifted their price target for ACS Actividades de Construcción y Servicios from €106.24 to €159.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple based on their latest models. What's in the News ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50/50 data center joint venture, with a 1.7-gigawatt development portfolio representing 1.2 gigawatts of IT load across Europe, the United States and Australia, and secured a first major hyperscaler customer agreement covering about 140 megawatts of critical IT load at the Dallas Fort Worth campus plus rights to roughly 100 megawatts of future expansion capacity.
Narrative-Update • Jul 09
ACS: Rich Morgan Stanley Upgrade Will Likely Expose Overvaluation Risk
The analyst price target for ACS Actividades de Construcción y Servicios has been revised from €54.82 to €78.10. Analysts attribute the change to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, as reflected in recent Street research such as the Morgan Stanley upgrade.Narrative-Update • Jun 25
ACS: Bank Upgrades And Equity Raise Will Shape Future Upside Potential
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €118.61 from €115.44. This reflects updated views on revenue growth, discount rate assumptions and future P/E, supported by recent research upgrades at major banks.Narrative-Update • Jun 05
ACS: Data Center Rerating And Equity Raise Will Temper Future Upside
Narrative Update: ACS Actividades de Construcción y Servicios The analyst price target for ACS Actividades de Construcción y Servicios has been revised from about €100.05 to roughly €115.44, with analysts citing updated fair value assumptions, slightly higher projected revenue growth and profit margins, a higher future P/E multiple, and recent upgrades at major banks as key drivers of the change. Analyst Commentary Recent Street research on ACS Actividades de Construcción y Servicios has focused on updated views of the company’s valuation, its exposure to data center assets, and the implications of recent rating and target price changes for the stock’s risk and reward profile.Analyseartikel • May 24
We Think That There Are Issues Underlying ACS Actividades de Construcción y Servicios' (BME:ACS) Earnings
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) robust earnings report didn't manage to move the...Analyseartikel • May 15
€110 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) came out with its quarterly results last week, and we...Narrative-Update • Apr 19
ACS: Data Center Upgrade Euphoria Will Likely Outrun Real Profit Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The updated analyst price target for ACS has moved in line with a higher fair value estimate of €100.05, up from €96.44. Analysts are factoring in slightly stronger expected revenue growth, a marginally lower discount rate and support from recent upgrades that highlight the company's data center exposure and positioning in hyperscaler related construction.Narrative-Update • Apr 04
ACS: Data Center Hype Will Likely Exceed Real Earnings Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The analyst price target for ACS has been nudged higher to €96.44 from €94.97, with analysts pointing to a slightly adjusted fair value model and growing focus on its data center exposure as key reasons behind the change. Analyst Commentary Recent Street research has turned more constructive on ACS, with several upgrades tied to how the market is valuing its data center exposure and positioning in hyperscaler related projects.Narrative-Update • Mar 21
ACS: Data Center Exposure Will Likely Balance Future Share Opportunities And Risks
Narrative Update on ACS Actividades de Construcción y Servicios The analyst fair value estimate for ACS has been revised from €89.20 to €94.97, with analysts pointing to higher assumed revenue growth, slightly stronger profit margins, a higher future P/E multiple, and growing attention to the company's data center exposure as key drivers behind the updated target range from recent research. Analyst Commentary Recent Street research on ACS has focused heavily on the company’s role in data center construction and how that feeds into valuation assumptions, growth expectations, and execution risk.Narrative-Update • Mar 06
ACS: Data Center Capex Reliance Will Likely Restrain Future Share Returns
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios up from about €87.02 to about €89.20, reflecting improved views on its data center exposure and updated P/E and margin assumptions following recent rating and target changes on the stock. Analyst Commentary Recent research highlights a mix of enthusiasm about ACS Actividades de Construcción y Servicios' role in data center construction alongside a more measured stance from others who prefer to wait for clearer execution and valuation evidence.Narrative-Update • Feb 20
ACS: Data Center Hype Will Likely Limit Future Share Upside
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to about €87 from roughly €83, citing updated assumptions on discount rates, revenue growth and margins, along with recent research highlighting ACS's role as a key contractor in data center construction and a mix of more positive and neutral ratings on the stock. Analyst Commentary Recent research on ACS highlights a split between more optimistic views that focus on data center exposure and more neutral positions that balance growth opportunities with execution and valuation questions.Narrative-Update • Feb 05
ACS: Neutral Initiation Will Expose Limited Upside To Fair Value
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios to €82.85 from €82.36, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation at Deutsche Bank. Analyst Commentary Recent research around ACS Actividades de Construcción y Servicios centers on how current assumptions for discount rate, revenue growth, profit margin and future P/E line up with the group’s execution risk and earnings visibility.Analyseartikel • Jan 22
ACS Actividades de Construcción y Servicios (BME:ACS) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • Jan 21
ACS: Stock Split And Data Center Focus Will Expose Valuation Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €82.36 from €80.53, citing small adjustments to fair value assumptions, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News ACS, Actividades de Construcción y Servicios, S.A. plans a 1 for 2.70146 stock split or significant stock dividend scheduled for 21 Jan 2026 (Key Developments).Narrative-Update • Jan 07
ACS: Data Center Focus Will Highlight Execution Risks At Unchanged €80.53 Estimate
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to €80.53 per share, a change they link to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, even though the updated fair value figure itself remains at €80.53. What's in the News ACS Actividades de Construcción y Servicios is scheduled to hold a 3Q 2025 Results Presentation combined with a Data Center Investor Day, giving investors a focused look at recent financial results alongside its data center activities (Key Developments).Analyseartikel • Jan 04
Calculating The Intrinsic Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights ACS Actividades de Construcción y Servicios' estimated fair value is €97.67 based on 2 Stage Free Cash...Narrative-Update • Dec 15
ACS: U.S. Construction Exposure Will Drive Earnings While Leaving Execution Risks Elevated
Analysts have raised their price target on ACS Actividades de Construcción y Servicios by EUR 3 to approximately EUR 80.53, citing a slightly lower discount rate, improved revenue growth expectations, and stronger long term earnings potential driven by the company’s exposure to U.S. construction. Analyst Commentary Bullish analysts highlight that the improved price target reflects growing confidence in ACS’s earnings trajectory, particularly as its U.S. construction operations are expected to deliver outsized growth over the next few years.Analyseartikel • Dec 08
Some Shareholders Feeling Restless Over ACS, Actividades de Construcción y Servicios, S.A.'s (BME:ACS) P/E Ratio
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider ACS...Narrative-Update • Nov 30
ACS: U.S. Market Momentum Will Balance Competitive Pressures and Execution Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €64.04 to €77.53, citing improved growth prospects and the company's strong exposure to U.S. construction markets as key factors behind the upgrade. Analyst Commentary Recent analyst reports reveal a mix of optimism and caution regarding the outlook for ACS Actividades de Construcción y Servicios.Analyseartikel • Nov 22
ACS Actividades de Construcción y Servicios' (BME:ACS) Shareholders May Want To Dig Deeper Than Statutory Profit
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) healthy profit numbers didn't contain any surprises...Analyseartikel • Nov 19
€69.90 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) last week reported its latest third-quarter results...Narrative-Update • Nov 16
ACS: U.S. Construction Expansion Will Pose Key Execution Risks Ahead
Narrative Update on ACS Actividades de Construcción y Servicios Analysts have raised their price target for ACS to €78 from €52.50, citing improved revenue growth and margins as a result of the company's expanding presence in U.S. construction markets. Analyst Commentary Bullish Takeaways Bullish analysts cite the company's increasing exposure to U.S. construction markets as a central driver for anticipated strong earnings growth through 2026.Analyseartikel • Nov 01
The Return Trends At ACS Actividades de Construcción y Servicios (BME:ACS) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Narrative-Update • Oct 31
ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to approximately €78, up significantly from €52.50. They cite expectations of robust earnings growth driven by the company's expanding U.S. construction operations.Narrative-Update • Oct 17
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €60.25 to €61.27, citing improved revenue growth projections and stronger U.S. construction exposure as key factors supporting this upward revision. Analyst Commentary As ACS Actividades de Construcción y Servicios attracts renewed attention from investment firms, analysts are weighing the company’s strategic positioning and outlook.Narrative-Update • Oct 03
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €78 from €52.50, citing stronger expected earnings growth due to the company's exposure to U.S. construction. Analyst Commentary Bullish Takeaways Bullish analysts highlight ACS's increased exposure to the U.S. construction market, which is expected to be a major driver of growth over the coming years.Analyseartikel • Sep 28
Is Now The Time To Put ACS Actividades de Construcción y Servicios (BME:ACS) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Sep 14
A Look At The Fair Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ACS Actividades de Construcción y Servicios fair value...Analyseartikel • Sep 01
Investor Optimism Abounds ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) But Growth Is Lacking
There wouldn't be many who think ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) price-to-earnings (or...
Neues Narrative • Mar 02
Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects
Aggressive investments and expansions could strain resources and dampen short to medium-term returns, impacting earnings growth.Aktionärsrenditen
| ACS | ES Construction | ES Markt | |
|---|---|---|---|
| 7D | -1.2% | -0.2% | 1.7% |
| 1Y | 75.1% | 42.8% | 32.3% |
Rendite im Vergleich zur Industrie: ACS übertraf die Branche Spanish Construction , die im vergangenen Jahr eine Rendite von 42.8 erzielte.
Rendite vs. Markt: ACS übertraf den Markt Spanish, der im vergangenen Jahr eine Rendite von 32.3 erzielte.
Preisvolatilität
| ACS volatility | |
|---|---|
| ACS Average Weekly Movement | 4.6% |
| Construction Industry Average Movement | 5.4% |
| Market Average Movement | 3.2% |
| 10% most volatile stocks in ES Market | 6.4% |
| 10% least volatile stocks in ES Market | 0.7% |
Stabiler Aktienkurs: Der Aktienkurs von ACS war in den letzten 3 Monaten im Vergleich zum Spanish -Markt volatil.
Volatilität im Zeitverlauf: ACSDie wöchentliche Volatilität (5%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der Spanish Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1942 | 152,300 | Juan Cases | www.grupoacs.com |
ACS, Actividades de Construcción y Servicios, S.A. bietet Bau- und damit verbundene Dienstleistungen in Spanien, den Vereinigten Staaten, Australien, Kanada, Deutschland, dem übrigen Europa und international an. Das Unternehmen führt Tiefbauarbeiten im Zusammenhang mit dem Bau von Infrastrukturen wie Autobahnen, Schnellstraßen, Eisenbahnen, Schiffsbauwerken, Flughäfen, Wohngebäuden und sozialen Infrastrukturen und Einrichtungen, Rechenzentren, Gesundheits- und Bildungseinrichtungen, Flughäfen, Sport- und Geschäftsgebäuden sowie Straßen und Brücken, Dämmen und Wasseraufbereitungsanlagen und unterirdischen Projekten durch. Darüber hinaus bietet es Infrastrukturdienstleistungen für die Bereiche Eisenbahn, Verkehr, Kommunikation und Technologie, Energie, Ressourcen, Wasser und Verteidigung sowie Instandhaltungsdienstleistungen für Gebäude, öffentliche Einrichtungen und Organisationen sowie Bergbauleistungen an.
ACS, Actividades de Construcción y Servicios, S.A.'s Grundlagenzusammenfassung
| ACS grundlegende Statistiken | |
|---|---|
| Marktanteil | €30.20b |
| Gewinn(TTM) | €1.01b |
| Umsatz(TTM) | €51.91b |
29.9x
Kurs-Gewinn-Verhältnis 0.6x
Kurs-Umsatz-VerhältnisIst ACS zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ACS Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | €51.91b |
| Kosten der Einnahmen | €35.96b |
| Bruttogewinn | €15.95b |
| Sonstige Ausgaben | €14.94b |
| Gewinn | €1.01b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 3.65 |
| Bruttomarge | 30.72% |
| Nettogewinnspanne | 1.95% |
| Schulden/Eigenkapital-Verhältnis | 241.0% |
Wie hat sich ACS auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
2.1%
Aktuelle Dividendenrendite60%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/07 18:53 |
| Aktienkurs zum Tagesende | 2026/08/07 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
ACS, Actividades de Construcción y Servicios, S.A. wird von 28 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Luis Arredondo | Banco de Sabadell. S.A. |
| null null | Banco de Sabadell. S.A. |
| José Arroyas | Banco Santander |